蘑菇AV

鈥淭his stands in stark contrast to Apple, who are cynically painting publishers who rely on advertising dollars as villains so they can drive audiences to Apple-owned platforms,鈥� said Matt Keiser, founder and CEO at LiveIntent. 3. Consumer interests will lead the charge away from cookies.

Marketers should home in on opportunities in virtual concert sponsorships, branded spaces, and creator-led initiatives that move beyond ads and into immersive experiences.

The ad raised consumers鈥� concerns about how genAI diminishes creativity and human interaction. Instead of highlighting AI, Apple emphasized the iPhone鈥檚 security in its ad, which had the tagline 鈥淪afari. A browser that鈥檚 actually private.鈥� Apple鈥檚 ad aired after Google announced it no longer plans to deprecate third-party cookies.

Its ad tier, launched in 2022, is a major area of focus for the company in 2025. And expanding into sports programming is creating more premium ad inventory. We anticipate Netflix鈥檚 US ad revenues will total $2.15 billion in 2025. Will tariffs change Netflix鈥檚 trajectory? Netflix is expected to be insulated from broader events, including tariff threats and resulting macroeconomic issues.

McDonalds, Walmart, and others have scaled back such commitments, a sign that the trend spans industries beyond tech and advertising. However, some companies are holding firm, a sign of diverging attitudes toward DEI. Costco recently rebuffed a push from investors to move away from DEI initiatives, and Apple has asked shareholders to block an effort to roll back commitments.

In a second trial, the DOJ suggested that Google should sell Google Chrome, the largest web browser in the world by market share, which could significantly reduce its advertising capabilities. And that鈥檚 just in the US. In Europe, Google faces fines and investigations for targeting ads to minors.

Musk gave advertisers a reason to leave Twitter. He exacerbated long-standing issues and created new ones. Six months into Musk-era Twitter, most brands aren鈥檛 ready to resume spending, largely because they don鈥檛 trust the man in charge.

Two in three advertisers don鈥檛 plan to invest in new retail media networks (RMNs) in the next couple of years, according to Association of National Advertisers (ANA) data. 鈥淭he majority of dollars used to fund investments in retail media are being borrowed from existing budgets within 补诲惫别谤迟颈蝉别谤蝉鈥� organizations,鈥� said our analyst Sarah Marzano.

Meta鈥檚 latest EU fine is more than a minor shakeup: The ruling, which Meta will appeal, could markedly limit its ability to target advertisements.

Now the company is trying to change that: PayPal launched its largest-ever US ad campaign last fall featuring its debit card and in-store payment capabilities, and followed that up with another campaign with cash giveaways this spring. Our take: PayPal鈥檚 NFC-based contactless payments launch could be a game changer for PayPal鈥檚 in-store dreams.

In January 2024, Apple iOS had a 52.8% share of the UK market, while Android had a 46.7% share, per Statcounter. However, the balance is shifting: In March 2024, Android had a 50.2% share, while Apple iOS had a 49.3% share, suggesting Google Pay has room to grow. Apple has rolled out its Tap to Pay function on iPhones in the UK.

Information is based on $9 billion in ad spending over 5 quarters for over 1 trillion impressions and 14 billion clicks across multiple countries and industry categories running on the Skai platform on Google, Microsoft Advertising, Yahoo!, Yahoo! Japan, Baidu, Yandex, Facebook, Instagram, Pinterest, Snapchat, Apple, Amazon, Walmart, Instacart, and Criteo.

Major brands like Apple are upping their TikTok ad spend. Yesterday鈥檚 Chart of the Day: Podcastic ad opportunities. Methodology: Estimates are based on the analysis of survey and traffic data from research firms and regulatory agencies; the growth trajectory of major social networks; historical trends; internet and mobile adoption trends; and country-specific demographic and socioeconomic factors.

We expect that share will be roughly flat through at least 2027, though it doesn鈥檛 include non-bank entities like Venmo and Apple that are ramping up their offerings to manage more of their customers鈥� financial lives. Gen Z is propping up gift card sales.

Advertisers are facing a lack of standardization, which makes it hard to buy ads and compare campaigns across platforms. Smaller retail media networks have an incentive to adopt standardization to be more attractive to advertisers, but those changes will take a while. At the same time, in-store retail media is slow to take off.

蘑菇AV 23.5% of social media creators鈥� revenues come from platform payouts, including ad revenues, per our forecast. YouTubers are already padding their income streams by selling unused video footage to companies like OpenAI, Google, and Moonvalley for AI training.

Google stares down another antitrust front: A class-action lawsuit alleging that the giant monopolized ad buying tools for small advertisers is on the docket.

On today's podcast episode, we discuss what might happen to just a select few traditional media companies, what AI rules might look like, and how a Trump presidency will affect the US ad market. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Senior Analyst Gadjo Sevilla, and Vice President of Content Paul Verna.

Among major streaming services, Netflix鈥檚 time spent share exceeds ad revenues the most, indicating it has the most room to expand.

And 45% would use health/fitness platforms (e.g., Peloton, Apple Fitness) if their health plan offered free subscriptions. This article is part of 蘑菇AV鈥檚 client-only subscription Briefings鈥攄aily newsletters authored by industry analysts who are experts in marketing, advertising, media, and tech trends.

Apple could also use the search competition as an opportunity to start a bidding war between Google and Microsoft over status as the default search engine for iOS. However, if scrutiny by the UK鈥檚 Competition and Markets Authority over Google allegedly sharing search revenue with Apple results in repercussions, Microsoft might reap the benefits.

Marketers and advertisers will benefit from anticipating shifts and identifying opportunities in this emerging market. Apptronik鈥檚 Apollo (Source: Apptronik).

Podcast ads are embedded in the recording (either read within the program or inserted into commercial breaks), so they cannot be removed even with a major premium platform subscription. Implications for advertisers. Advertisers should partner with Spotify to reach audiences under 34, particularly Gen Z women.